Exceptional Wealth & Family Office offers a comprehensive suite of wealth management services, including investment management, financial planning, risk management, tax planning, education planning, and retirement income strategies. Operating as a registered investment advisor, the firm creates customized asset allocation strategies and typically manages portfolios on a discretionary basis. Exceptional Wealth & Family Office serves individuals, high-net-worth clients, families, corporations, and retirement plans, utilizing third-party custodial platforms like National Financial Services, LPL Financial, and Charles Schwab for asset safekeeping and trade execution.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum asset management fee is 2% per year. All asset management fees are negotiable.